NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
-12.2%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$1.55M
AUM Growth
-$1.3B
(-100%)
Cap. Flow
-$47.5M
Cap. Flow
% of AUM
-3,058.8%
Top 10 Holdings %
Top 10 Hldgs %
27.79%
Holding
754
New
104
Increased
321
Reduced
187
Closed
129
Top Buys
| 1 |
American Eagle Outfitters
AEO
|
+$115K |
| 2 |
Fastenal
FAST
|
+$12.1K |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$11.8K |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$11.1K |
| 5 |
Amgen
AMGN
|
+$8.75K |
Top Sells
| 1 |
iShares International Treasury Bond ETF
ISHG
|
+$3.21M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.89M |
| 3 |
Saic
SAIC
|
+$1.59M |
| 4 |
Chemours
CC
|
+$1.44M |
| 5 |
PVH
PVH
|
+$1.35M |
Sector Composition
| 1 | Consumer Discretionary | 18.29% |
| 2 | Technology | 6.87% |
| 3 | Financials | 6.22% |
| 4 | Industrials | 6.01% |
| 5 | Healthcare | 4.04% |
